ShoreHaven Wealth Partners, LLC
Top Portfolio Positions
26 positions ·
$27,238,695 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
25,817 | $6,552,096 | 24.05% | |
| IAU |
Ishares Gold Trust
|
34,980 | $3,083,836 | 11.32% | |
| VRT |
Vertiv Holdings Co
Industrials
|
10,858 | $2,720,797 | 9.99% | |
| BTC |
Grayscale Bitcoin Mini Trust ETF
|
88,527 | $2,654,924 | 9.75% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
3,140 | $1,504,688 | 5.52% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
4,534 | $1,303,797 | 4.79% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
21,934 | $1,294,764 | 4.75% | |
| NVDA |
Nvidia Corp
Technology
|
5,874 | $1,024,425 | 3.76% | |
| MSFT |
Microsoft Corp
Technology
|
2,444 | $904,695 | 3.32% | |
| VZ |
Verizon Communications Inc
Communication Services
|
16,195 | $812,989 | 2.98% |
Portfolio Trend
22 quarters · across all stocks
Holdings in PCN
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $238,000 | 20,000 | Shares | Sole | 2026-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||